Morningstar

Columbia Ultra Short Term Bond Fund Institutional Class CUSBX

Morningstar Medalist Rating
Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 9.27  /  0.00
  • Total Assets 1.9B
  • Adj. Expense Ratio
    0.290%
  • Expense Ratio 0.300%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Ultrashort Bond
  • Credit Quality / Interest Rate Sensitivity Medium/Limited
  • Min. Initial Investment 2,000
  • Status
  • TTM Yield 4.29%
  • Effective Duration 0.56 years

USD | NAV as of Jul 18, 2026 | 1-Day Return as of Jul 18, 2026, 12:11 AM GMT+0

Morningstar’s Analysis CUSBX

Will CUSBX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CUSBX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CUSBX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of CUSBX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Columbia Ultra Short Term Bond Instl holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings CUSBX

More CUSBX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 14.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Columbia Short-Term Cash

2.14 36M
Cash and Equivalents

Nissan Master Owner Trust Receivables Series 2024-B 5.05%

1.87 32M
Securitized

FORD CR AUT OWNER TR 2020-REV2 3.88%

1.85 31M
Securitized

Hyundai Auto Lease Securitization Trust 4.62%

1.83 31M
Securitized

Gmf Floorplan Owner Revolving Trust 5.13%

1.70 29M
Securitized

Ford Credit Floorplan Master Owner Trust A 4.92%

1.31 22M
Securitized

Gmf Floorplan Owner Revolving Trust 5.34%

1.20 20M
Securitized

Hyundai Auto Lease Securitization Trust 4.83%

1.18 20M
Securitized

KUBOTA CREDIT OWNER 2024-1 5.19%

1.09 18M
Securitized

Bank of America Corp. 3.66%

1.03 17M
Corporate

Sponsor Center